Have any questions? (02) 8116 9250 or info@lifetimepw.com.au

Personal Advice

Your lifetime map to financial freedom

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We know different people have different requirements, but we also know that having a disciplined, structured and monitored approach to managing your financial affairs pays big dividends.

Setting guidelines and being accountable is what helps achieve long term goals.

We take a step by step approach to providing financial advice

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Our Full Financial Planning Package involves

Helping you understand what you want to achieve by retirement, then working backwards to look at short term goals ( saving, investing and lifestyle) and medium term goals (property, investments outside super, holidays)

Based on your goals. Cash flow planning and management

Helping you work out the correct level of Risk ( your Risk Profile- how much you should invest in shares , property, bank deposits)

the package of services and features you need based on your goals and the correct product [ or products ] to use

To make sure you keep on track. Of course while we regularly monitor and provide advice regarding the composition of your portfolio – no changes will be made without prior discussion with you and your written approval to any proposed portfolio modifications.